Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 196 Cohasset Road, Suite 100 Chico, CA, 95926 | $557,532,281 | 1602 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 555 Main Street, Suite 400 Chico, CA, 95928 | $462,234,494 | 806 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 140 Yellowstone Drive, Suite 100 Chico, CA, 95973 | $118,418,555 | 304 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 282595
Assets Under Management $557,532,281
No. Of Clients1602
Clients Per Financial Advisor267
SWEENEY & MICHEL, LLC is a financial advisory firm situated in Chico, California. With a nearly $558M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1602 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162562
Assets Under Management $462,234,494
No. Of Clients806
Clients Per Financial Advisor202
THE O'DONNELL GROUP is a financial advisory firm situated in Chico, California. With a nearly $462M assets under management, the firm specializes in crafting personalized retirement planning solutions for 806 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 176528
Assets Under Management $118,418,555
No. Of Clients304
Clients Per Financial Advisor101
MURRAY FINANCIAL SERVICES, INC is a financial advisory firm situated in Chico, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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